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Independent Solutions Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Independent Solutions Wealth Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,635
Closed -$258K – 224
2023
Q2 		$258K Sell
6,635
-251
-4% -$9.33K 0.06% 185
2023
Q1 		$260K Sell
6,886
-305
-4% -$11.9K 0.08% 179
2022
Q4 		$266K Sell
7,191
-2,379
-25% -$89.1K 0.08% 179
2022
Q3 		$326K Buy
9,570
+2,976
+45% +$113K 0.11% 153
2022
Q2 		$237K Sell
6,594
-54
-0.8% -$2.1K 0.07% 186
2022
Q1 		$280K Buy
6,648
+20
+0.3% +$842 0.07% 183
2021
Q4 		$296K Sell
6,628
-112
-2% -$4.98K 0.07% 181
2021
Q3 		$287K Sell
6,740
-353
-5% -$15.1K 0.07% 181
2021
Q2 		$312K Buy
7,093
+572
+9% +$24.8K 0.08% 178
2021
Q1 		$276K Sell
6,521
-1,608
-20% -$65.5K 0.08% 158
2020
Q4 		$291K Sell
8,129
-512
-6% -$16.4K 0.09% 150
2020
Q3 		$237K Sell
8,641
-196
-2% -$5.46K 0.09% 151
2020
Q2 		$235K Buy
+8,837
New +$217K 0.1% 141
2020
Q1 		– Sell
-8,552
Closed -$279K – 151
2019
Q4 		$279K Buy
+8,552
New +$267K 0.12% 130

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Solutions Wealth Management's SPSM Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2023, closing a stake of 6,635 shares — an estimated $258K sold.

Independent Solutions Wealth Management first reported a position in SPSM in Q4 2019 and held it in 14 quarters. The position peaked at $326K in Q3 2022. 683 funds tracked by Wall St. Rank hold SPSM as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 6,635 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2023, an estimated $258K.
  • Independent Solutions Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and held it in 14 quarters.
  • Independent Solutions Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $326K in Q3 2022.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.